Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.22M Sell
21,476
-26,125
-55% -$1.17M 0.02% 442
2025
Q4
$1.81M Sell
47,601
-9,094
-16% -$334K 0.03% 363
2025
Q3
$1.98M Buy
56,695
+10,490
+23% +$362K 0.03% 346
2025
Q2
$1.5M Buy
46,205
+2,712
+6% +$80.4K 0.02% 384
2025
Q1
$1.34M Sell
43,493
-260
-0.6% -$7.58K 0.02% 386
2024
Q4
$1.2M Sell
43,753
-1,509
-3% -$44.2K 0.02% 405
2024
Q3
$1.37M Sell
45,262
-507
-1% -$15.9K 0.02% 388
2024
Q2
$1.41M Sell
45,769
-2,156
-4% -$68.4K 0.03% 381
2024
Q1
$1.52M Sell
47,925
-773
-2% -$24.5K 0.03% 379
2023
Q4
$1.66M Sell
48,698
-1,734
-3% -$56.4K 0.04% 360
2023
Q3
$1.61M Buy
50,432
+964
+2% +$29.7K 0.04% 341
2023
Q2
$1.42M Buy
49,468
+1,090
+2% +$31.6K 0.04% 361
2023
Q1
$1.35M Buy
48,378
+1,501
+3% +$44K 0.04% 357
2022
Q4
$1.34M Buy
46,877
+1,935
+4% +$52.2K 0.04% 337
2022
Q3
$950K Buy
44,942
+1,578
+4% +$36.4K 0.03% 365
2022
Q2
$1.03M Buy
43,364
+1,188
+3% +$33.9K 0.03% 358
2022
Q1
$1.23M Sell
42,176
-16,384
-28% -$488K 0.04% 352
2021
Q4
$1.62M Buy
58,560
+2,081
+4% +$58.1K 0.05% 295
2021
Q3
$1.51M Buy
56,479
+7,899
+16% +$193K 0.05% 289
2021
Q2
$1.19M Buy
48,580
+3,951
+9% +$98.5K 0.04% 296
2021
Q1
$1.1M Buy
+44,629
New +$1.01M 0.05% 274

Other funds holding E